Share transaction and banking information with your accountant

You can share your deposit and expense transaction and banking information from OnBalance with your accountant if your accountant uses Accounting CS. Once you sign up for OnBalance through your accountant, they can import your transaction and bank account information for their records to easily track your information for tax and accounting purposes.

When your accountant invites you to sign up for OnBalance and connect with them, click the Register Now link in the email invitation.

Note: Your accountant must send you an invitation to register for and connect with your OnBalance account.

The availability of some or all of these features depends on your OnBalance bundle.


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